At Rumley Financial Services we take the time to understand your unique set of financial circumstances and objectives.  We also understand that investment priorities and risk tolerances change during the course of your investment lives and your portfolio should reflect this.  Rumley Financial Services provides investment services through Securities America and advisory services through Securities America Advisors, which have a wide range of investment products and formats available to serve your needs. 

They include, among others:

• Individual stocks and bonds

• Mutual funds (open and closed end)

• Exchange traded funds

• Unit investment trusts

• Institutional money manager accounts (SMAs)

• Variable, index and fixed annuities

• Life insurance and long-term care insurance

Give us a call at 907.222.RUMM (7866) or email at patrick.rumley@rumleyis.com to schedule an appointment.